How to Resolve Payout Posting Errors Due to Tax Discrepancies in Webgility Desktop
This article helps Webgility Desktop users resolve payout posting errors in Webgility Desktop caused by mismatched tax amounts between platforms such as QuickBooks Desktop, Shopify, and Avalara. These tax discrepancies can block successful payout posting and impact financial accuracy. The guide provides step-by-step instructions to identify and correct tax mismatches to ensure smooth synchronization.
Causes of the Issue
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Different tax rates are configured in Shopify and Avalara
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Manual tax entry errors in QuickBooks
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Incomplete sync of tax settings across platforms
Step-by-Step Instructions
1. Verify Sales Tax Settings
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In Shopify:
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Go to Settings > Taxes and duties
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Review tax rates for the regions where the orders were placed.
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In Avalara:
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Log in to your Avalara Admin panel.
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Review rules or rate settings for applicable jurisdictions.
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2. Compare Tax Calculations
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Open the order in all three platforms: Shopify, Avalara, and QuickBooks.
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Compare:
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Shopify Order Summary
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Avalara Calculation
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QuickBooks Entry
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Identify any mismatch in the total tax charged or reported.
3. Correct Sales Tax in QuickBooks
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In QuickBooks, navigate to the impacted Sales Receipt or Invoice.
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Edit the tax section to reflect the accurate amount from Shopify or Avalara.
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Save the changes.
4. Retry the Payout Posting
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Return to Webgility Desktop.
- Redownload the payout report.
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Retry posting the corrected payout to QuickBooks.
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Confirm the payout is posted without any errors.
5. Prevent Future Issues
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Periodically verify that Shopify tax settings match Avalara rates.
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Ensure tax settings in QuickBooks are configured to auto-calculate or match the sales channel source.
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Keep Webgility Desktop and integration apps up to date.
Notes
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Manual corrections should always be made in QuickBooks rather than Webgility.
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It’s best practice to reconcile payouts weekly to catch tax errors early.